Taxes follow you into retirement.  How do you make sure you pay only your fair share?  Marty addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.  He stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk.

You can reach Marty Nevel by calling 888-519-9096.

Taxes follow you into retirement.&nbsp; How do you make sure you pay only your fair share?&nbsp; Marty addresses many things to consider regarding taxes in retirement such as lost tax deductions, income strategies, Social Security tax rules, and components that are and are not subject to taxation.&nbsp; He stays on the tax theme with looking at the proactive strategy of utilizing the Roth IRA and then covers risks in retirement from longevity to health care and sequence of returns risk.
You can reach Marty Nevel by calling 888-519-9096.

Our goal is to look at your personal situation and work with you to make effective and wise decisions in every aspect of your retirement future. Marty Nevel shares details on comprehensive estate planning, to financial and tax plans, and everything in between. Our objective at the Financial Safari is to put you in a position of strength to make your life comfortable and worry free!

Financial Safari with Marty Nevel

Taxes in Retirement-Roth IRA-Risk in Retirement

TEASE

The retirement of 10,000 baby boomers every day is having significant impacts on current retirees as well as the broader economic and social systems. This wave of retirees is putting a strain on social security, Medicare, and pension systems. Changes are being proposed to make social security and Medicare more needs-based and to increase the tax on the younger generation. The rising demand for healthcare is also a concern, and individuals are encouraged to contribute to HSAs and save for future healthcare needs.  Marty addresses these challenges and discusses various topics related to retirement planning. 

Reach Marty at 888-519-9096.

Smart Money Solutions

The retirement of 10,000 baby boomers every day is having significant impacts on current retirees as well as the broader economic and social systems. This wave of retirees is putting a strain on social security, Medicare, and pension systems. Changes are being proposed to make social security and Medicare more needs-based and to increase the tax on the younger generation. The rising demand for healthcare is also a concern, and individuals are encouraged to contribute to HSAs and save for future healthcare needs.  Marty addresses these challenges and discusses various topics related to retirement planning. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

The Baby Boomer Wave

Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments.  He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning. 

Reach Marty at 888-519-9096.

Smart Money Solutions

Marty covers significant changes in retirement planning over the last 20 years, including shifts in the economy, demographics, technology, and regulatory environments.  He discusses the demise of private sector pensions, the shift to defined contribution plans, increased contribution limits, the introduction of the Roth 401k, automatic enrollment, and changes in required minimum distribution ages. He also provides insights into annuities and their role in retirement planning. 
Reach Marty at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

The New Retirement

Marty discusses the financial regrets of retirees and the importance of retirement planning. He emphasizes the need for a comprehensive plan that accounts for unexpected events, inflation, and volatility. Marty also addresses the unique challenges women face in retirement and the importance of custom-tailored plans. He highlights the significance of guaranteed lifetime income and the impact of retirement age on benefits and penalties. 

Reach Marty Nevel at 888-519-9096.

Smart Money Solutions

Marty discusses the financial regrets of retirees and the importance of retirement planning. He emphasizes the need for a comprehensive plan that accounts for unexpected events, inflation, and volatility. Marty also addresses the unique challenges women face in retirement and the importance of custom-tailored plans. He highlights the significance of guaranteed lifetime income and the impact of retirement age on benefits and penalties. 
Reach Marty Nevel at 888-519-9096.
<a href="https://smartmoneysolutionsmn.com">Smart Money Solutions</a>

Taxes in Retirement-Roth IRA-Risk in Retirement

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